Client Associate

Overview Your role: Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to support client service within a wealth management branch office. The role involves keeping management systems up-to-date with client information, educating clients on account services and capabilities, assisting with reports for client meetings, collecting documentation for opening new accounts and service requests, planning team marketing events, and maintaining marketing materials. Responsibilities Keep management systems up-to-date with client information Educate clients on account services and capabilities Assist with the preparation of reports and other materials for client meetings Collect the right documentation for opening new accounts and service requests Plan team marketing events and maintain marketing materials Provide the team with a detailed calendar of activities Qualifications Ideally 2+ years of experience in client service, within the finance sector Bachelor degree preferred, focusing on finance Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Job Details Job Type: Part Time City: Indian Wells Job Reference #: 334669BR Equal Opportunity UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. #J-18808-Ljbffr UBS